Nate Geist Email & Phone Number

At this local Oklahoma City/Edmond location and across the country, Edward Jones and I serve clients like you every day. Our goal is to understand what is most important to you and build a personalized strategy to help you achieve your goals. As we partner together throughout your life, we help keep you on track. For many of our clients, this involves investing their serious savings and retirement money to receive income to enjoy retirement. Our clients want their income to keep up with inflation, while helping to protect their capital to pass on to their loved ones in a tax-efficient and organized manner.I started my career as a CPA for 10 years in the Oklahoma City metro before serving clients here at Edward Jones. My family background, however, is Edward Jones. My dad was a financial advisor in Oklahoma for over 20 years and my brother was for more than 10. I joined Edward Jones in 2015 and take the trust and confidence of my clients very seriously.My wife, Katy, and I met at Oklahoma Baptist University in Shawnee and celebrated 14 years together this year. We have three children, Peyton,10, Kylie, 8 and Garrett,6. We stay pretty busy, as you'd imagine with school, sports and church. We also actively serve in our church, Quail Springs Baptist Church, as fourth grade Sunday school teachers and in various other capacities.Our clients are also supported by my branch team partner, Autum Poston, who has been a part of Edward Jones since 2015. Autum and her family live in Cashion and spend their time with kid's soccer, football, softball and cheer. Our office is located in Prestige Park located at 14618 Bogert Parkway, Oklahoma City, OK 73134. We look forward to the opportunity to earn your trust to develop a complete, tailored and individual strategy to help you achieve your financial goals./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

• 

  Oklahoma Baptist University

  Accounting And Finance